SPRINGFIELD, MOCRD 113914Latest ADV March 31, 2026
Pension Consultants Inc is an SEC registered investment adviser organized as a corporation with a primary office location in Springfield, MO. Its latest Form ADV filing, dated March 31, 2026, reports $5.4B in regulatory assets under management, 17 employees, 2 offices, and 155 accounts.
Assets Under Management
$5.4B
Employees
17
Offices
2 offices
Total Clients
88
Primary office
SPRINGFIELD, MO
300 SOUTH CAMPBELL AVE., SPRINGFIELD, MO, United States
Top client segmentPension Plans represent 56.8% of total clients.
Top client categories% of clientsClients
1
Pension Plans
56.8%
50
2
Individuals
26.1%
23
3
HNWI
17.0%
15
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$5.4Bas of March 31, 2026
Discretionary46.3%
$2.5B
46% of total RAUM46.3%
Non-discretionary53.7%
$2.9B
54% of total RAUM53.7%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$5.4B
Total Accounts155
10Y AUM Change+$2.5B (+85.6%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees17
Clients per Employee5:1
10Y Employee Change-4 (-19.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.